Client Services Specialist-Senior
On-siteMiami, Florida, United States
Job Summary
Address all service requests and inquiries for large corporate, real estate, and private client groups, initiating outreach as needed to ensure timely resolution. Independently handle loan servicing requests including advances, pay-downs, billing issues, and escrows while managing the onboarding of new clients by opening accounts and processing products. Serve as the primary point of contact for deposit and loan accounts, issuing documents via DocuSign, completing KYC/EDD updates, and resolving regulatory requests such as BSA/RFI and OFAC reviews. Process domestic and international wire transfers, stop payments, and cashier's checks, and manage exception items from Deposit Operations and the Non-Post database. Compose reports, organize client files, and maintain strong product knowledge to cross-sell banking services while collaborating with Relationship Managers on pipeline management and loan closing checklists.
Required Qualifications
- 5-7 years of experience in client service
- preference for roles within the financial services industry
- Demonstrated ability to address client inquiries, resolve issues, and provide comprehensive support in a financial services environment
- In-depth expertise in banking products and services
- specializing in loan servicing, depository, and treasury management products
- Ability to work independently and efficiently in a high-pressure environment
- Proficient in utilizing loan/depository systems and banking software
- Expertise in Microsoft Word, Excel, and Outlook
- Advanced verbal and written communication skills
- Strong attention to detail
- Advanced interpersonal skills, phone etiquette, and customer service capabilities
- Associate's Degree in Business or a related field
- An equivalent combination of education and relevant professional experience
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